AF
SFY

Aegis Financial’s SWIFT ENERGY CO (HOLDING COMPANY) SFY Stock Holding History

Aegis Financial’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-647,957
Closed -$8.75M – 70
2013
Q4 		$8.75M Buy
+647,957
New +$8.54M 2.51% 13

Other funds holding SFY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Aegis Financial's SFY Position: Q1 2014 in Review

Aegis Financial sold out of SWIFT ENERGY CO (HOLDING COMPANY) (SFY) in Q1 2014, closing a stake of 647,957 shares — an estimated $8.75M sold.

Aegis Financial first reported a position in SFY in Q4 2013 and held it in 1 quarter. The position peaked at $8.75M in Q4 2013. 153 funds tracked by Wall St. Rank hold SFY as of Q1 2014.

  • Aegis Financial reported no remaining SWIFT ENERGY CO (HOLDING COMPANY) position as of Q1 2014 after selling out during the quarter.
  • Aegis Financial sold 647,957 SWIFT ENERGY CO (HOLDING COMPANY) shares in Q1 2014, an estimated $8.75M.
  • Aegis Financial first reported a position in SWIFT ENERGY CO (HOLDING COMPANY) in Q4 2013 and held it in 1 quarter.
  • Aegis Financial's SWIFT ENERGY CO (HOLDING COMPANY) position peaked at $8.75M in Q4 2013.
  • 153 funds tracked by Wall St. Rank held SWIFT ENERGY CO (HOLDING COMPANY) as of Q1 2014.

Based on Aegis Financial's 13F filing for Q1 2014, filed 14 May 2014.